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Rayn
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1 - 03-24-2017, 10:34
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I sold a few stocks I had been holding, primarily BRIC: SBS,CPL,VALE,KMI,TOT

Purchased the following (avg yield 3%, good dividend growth rate, not overpriced)

TGT 10YR 1.6% DGR10 20.5% PE 13.7 (CHEAP) (3.8%Y)
CL 10YR 11.5% DGR 9.5% PE 25.4 (OV) (54Y)
VCF DGR 12.2% PE 15.9 (ATTR) (3.4%Y)
TROW DGR10 16.3% PE 14.8 (AATR) (3.2%Y)
GPC
ABT
MSFT

best gainers:
(stk | %pf | gain% (excl div) | div%)

MO | 7.38% | 127.17% | 3.3%
ITW | 2.61% | 107.16% | 1.95%
WEN | 2.08% | 103.08% | 2.08%
JNJ | 3.26% | 97.00% | 2.54%
SYK | 3.55% | 93.41% | 1.29%
AAPL | 2.32% | 92.82% | 1.62%
LOW | 5.76% | 92.37% | 1.70%
MCD | 4.99% | 91.66% | 2.91%
ABBV | 2.87% | 88.41% | 3.90%

largest holdings:
(stk | %pf)
MO | 7.38%
CVX | 6.43%
PG | 6.01%
CBRL | 5.96%
LOW | 5.76%
NLY | 5.38%
MCD | 4.99%
PM | 4.77%
TGT | 3.98%

Total dividend yield across portfolio: 3.4%

Top pick for March: TGT. Beat down by earnings announcement, stock is trading cheap. Great wealth builder. Excellent dividend growth rate. Good market niche. White collar walmart.
 
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Captain Tele
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2 - 03-24-2017, 10:39
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you feel ready and shielded from the retail shutdown down apocalypse i hear is incoming?

12 Major Retailers Closing Stores Like Crazy

amazing how well tabaco companies are doing on that list of yours
 
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Last edited by Captain Tele; 03-24-2017 at 10:42..
lemontw
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3 - 03-24-2017, 10:39
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KEEP US UPDATED
 
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Goshin
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4 - 03-24-2017, 10:42
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yea brick and mortar retail is collapsing
 
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Rayn
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5 - 03-24-2017, 10:45
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Quote:
Originally Posted by Captain Tele View Post
you feel ready and shielded from the retail shutdown down apocalypse i hear is incoming?

12 Major Retailers Closing Stores Like Crazy

amazing how well tabaco companies are doing on that list of yours
I love tobacco companies. Best investment of the last 20 years.
 
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dubsack
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6 - 03-24-2017, 10:47
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Quote:
Originally Posted by Rayn View Post
I love tobacco companies. Best investment of the last 20 years.
Yep. Altria has been killing it.
 
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Captain Tele
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7 - 03-24-2017, 10:49
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Quote:
Originally Posted by Rayn View Post
I love tobacco companies. Best investment of the last 20 years.
makes sense

Oregon lawmakers propose upping tobacco age to 21 | OregonLive.com

i mean more government goes after something the more desirable it seems to become to most people

they legalized weed and i see so many young people switching back over to cigs again.....LOL

damn prohibitionists never learn
 
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TechnoDonut
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8 - 03-24-2017, 10:49
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Is this a secondary retirement account for you? Why not just do the safe thing and invest in a few index funds across various asset classes? Just for funsies? You're unlikely to have superior long run performance picking individual stocks.
 
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dubsack
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9 - 03-24-2017, 10:50
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LOL
 
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Goshin
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10 - 03-24-2017, 10:51
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rayn is a stock master techd
 
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Rayn
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11 - 03-24-2017, 10:51
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Quote:
Originally Posted by dubsack View Post
Yep. Altria has been killing it.
I've owned Altria for 12 years. When I picked it up it was yielding 5% and still returning double digit growth every year. It's doubled twice for me (original investment, I added on holdings over the years so it averages out the total return to about 120% and my ROI on original investment to something stupid like 30% a year) It split off the international division and kraft while I hold it so I have notable holdings of both of these and they're doing just fine. Strong dollar has hurt PM but its a good hedge. I've sold off most of my KFT. I just am not crazy about the company. I'd rather hold HNZ or HRL (long both) or even Nestle (if I could get past how much I hate this company)
 
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HumDumpin
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12 - 03-24-2017, 10:51
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Quote:
Originally Posted by TechnoDonut View Post
Is this a secondary retirement account for you? Why not just do the safe thing and invest in a few index funds across various asset classes? Just for funsies? You're unlikely to have superior long run performance picking individual stocks.
whats a index funds
 
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Captain Tele
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13 - 03-24-2017, 10:54
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what is a consonant sound
 
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Rayn
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14 - 03-24-2017, 11:00
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Quote:
Originally Posted by TechnoDonut View Post
Is this a secondary retirement account for you? Why not just do the safe thing and invest in a few index funds across various asset classes? Just for funsies? You're unlikely to have superior long run performance picking individual stocks.
My 401k is in index stocks so yes I this is a secondary retirement accounts however this one is returning so much more than my 401k. Maybe for the average joe picking individual stocks is going to be ****ty compared to an index fund, but I haven't run into that. Not to mention, my portfolio is yielding 3.4% (and has an excellent overall dividend growth %/annum) which I don't even include in my returns.

2016: me: 25.85%, S&P500: +9.53%
2015: me: 22.77%, S&P500: -0.73%

Every year since 2009 has been pretty similar. I have posted the portfolio I got this with before, but if you are interested I can go through and post it again when I get a chance.
 
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dubsack
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15 - 03-24-2017, 11:05
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Quote:
Originally Posted by Rayn View Post
I've owned Altria for 12 years. When I picked it up it was yielding 5% and still returning double digit growth every year. It's doubled twice for me (original investment, I added on holdings over the years so it averages out the total return to about 120% and my ROI on original investment to something stupid like 30% a year) It split off the international division and kraft while I hold it so I have notable holdings of both of these and they're doing just fine. Strong dollar has hurt PM but its a good hedge. I've sold off most of my KFT. I just am not crazy about the company. I'd rather hold HNZ or HRL (long both) or even Nestle (if I could get past how much I hate this company)
That is awesome. I have owned it for only about 5 years, but it is easily one of the best in my portfolio. Wish I was in it before the spin off, would have loved the extra exposure.
 
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Zanthious
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16 - 03-24-2017, 18:48
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holy **** TGT has tanked... i should buy but i just ****ing moved all my liquid cash.. maybe i should dip in savings..
 
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EyeZ
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17 - 03-24-2017, 19:35
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I would invest in tesla
 
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Ztir
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18 - 03-24-2017, 19:38
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Rayn suggest some Canadian tsx stocks so I don't get raped by the exchange rate buying these
 
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Rayn
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19 - 03-24-2017, 22:14
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Quote:
Originally Posted by Zanthious View Post
holy **** TGT has tanked... i should buy but i just ****ing moved all my liquid cash.. maybe i should dip in savings..
nah don't move money from savings its not that big a deal lol, its just a good price right now. the value is there you know? its a solid stock, better to own than WMT right now I'd say. great dividend growth, gotta love that, i mean that's what gets you a crazy yield on your original price. I'm saying I picked this stock up like 5 years ago and I paid too much, it wasn't a great valuation no at all. but you know they were giving money back to the shareholders, so you know after 5 years that money I have made on this ****ing stock. 4 bagger easy plus all the shares I got from div reinvestment. ridiculous. now this **** is on sale because they posted slightly lower than expected earnings? happy ****ing day just put another ten grand into it or whatever. was going to convert that **** into my roth but you know what **** it let this **** ride. it's TGT. it will be good to me. my precious
 
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TechnoDonut
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20 - 03-25-2017, 02:02
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Quote:
Originally Posted by Rayn View Post
My 401k is in index stocks so yes I this is a secondary retirement accounts however this one is returning so much more than my 401k. Maybe for the average joe picking individual stocks is going to be ****ty compared to an index fund, but I haven't run into that. Not to mention, my portfolio is yielding 3.4% (and has an excellent overall dividend growth %/annum) which I don't even include in my returns.

2016: me: 25.85%, S&P500: +9.53%
2015: me: 22.77%, S&P500: -0.73%

Every year since 2009 has been pretty similar. I have posted the portfolio I got this with before, but if you are interested I can go through and post it again when I get a chance.
Good for you. That's awesome. I have a business degree, and I am no dumby. If I had the time to do the necessary research, I'm sure I could do at least OK. Unfortunately I don't. Also my wife and I don't make enough at this point to save a whole lot. My net worth is about -$450,000 so retirement savings isn't at the top of the priority list
 
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